How to Refund a Gift Card Balance
How to Refund a Gift Card Balance This guide explains the process for refunding a gift card balance by creating a sundry item, processing the refund through point-of-sale (POS), and finalizing the transaction.
Step 1: Set Up a Sundry Item
- Go to Setup > Configuration.
- On the left menu, select Sundry Income.
- Click New and type Gift Card Balance Refund.
- Set the tax rate to Exempt.
- Press Save and Done to complete.
Step 2: Process the Refund in POS
- Navigate to Main > Point of Sale.
- Click on clients to find the customer.
- Click on the sale line to add an item.
- Select Sundry, then choose Gift Card Balance Refund and press Done.
- Specify the amount to refund.
- Choose Gift/Loyalty, then Loyalty/Gift Card.
- Scan the barcode of the gift card and press Done.
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Press Finish Sale.
- Select Redeem to finalise the gift card payment.
- Optionally, print or email a receipt.
Step 3: Refund the Client
- Go to the client’s history.
- Right-click the Gift Card Balance Refund entry and select Refund.
- Select Finish Sale.
- Choose the payment type for the refund (e.g., cash, credit card).
- Select a reason for the refund.
- Optionally, email or print the receipt.